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Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 19.35%19.7% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 157150 (-7)

6% less capital invested

Capital invested by funds: $148M → $140M (-$8.19M)

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$1.08M +$44.2K +3,102 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.05M -$105K -7,405 -9%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$1.02M +$1.06M +74,221 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$973K +$88.9K +6,249 +10%
EH
30
Equitable Holdings
New York
$945K +$978K +68,695 New
MML Investors Services
31
MML Investors Services
Massachusetts
$928K +$71.9K +5,052 +8%
IAIM
32
International Assets Investment Management
Florida
$905K +$146K +10,237 +19%
HighTower Advisors
33
HighTower Advisors
Illinois
$744K +$4.27K +300 +0.6%
MWM
34
Maripau Wealth Management
Indiana
$707K -$143K -10,021 -16%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$605K -$155K -10,915 -20%
Ameriprise
36
Ameriprise
Minnesota
$597K -$39.8K -2,799 -6%
LWM
37
LJI Wealth Management
Indiana
$563K -$8.33K -585 -1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$548K -$548K -38,471 -49%
WAM
39
Walker Asset Management
Missouri
$501K
AWM
40
Accel Wealth Management
Iowa
$451K -$6.42K -451 -1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$433K -$45.8K -3,217 -9%
Stifel Financial
42
Stifel Financial
Missouri
$397K -$1.11M -78,102 -73%
CL
43
CIM LLC
New York
$392K +$13.8K +969 +4%
OC
44
Oppenheimer & Co
New York
$375K +$6.59K +463 +2%
CFG
45
Citizens Financial Group
Rhode Island
$363K
CIA
46
Capital Investment Advisors
Georgia
$360K -$4.08K -287 -1%
CG
47
Caprock Group
Idaho
$359K
LEFP
48
Leading Edge Financial Planning
Tennessee
$358K +$39.9K +2,802 +12%
NA
49
NewEdge Advisors
Louisiana
$354K -$555 -39 -0.2%
Truist Financial
50
Truist Financial
North Carolina
$347K +$584 +41 +0.2%